Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Z Best Place to Talk Stocks -- Ignore unavailable to you. Want to Upgrade?

To: Susan Saline who wrote (19730)	4/2/1999 9:48:00 AM
From: Larry S.	Read Replies (1) \| Respond to of 53068

INTU, CBS, and YHOO: - INTU has challenged 100 several times now. With their tax software and expected earnings for the 1st quarter, plus possibility of split, stock looks very attractive. I sold my trading positions and bought some in long term account. would look to add traders in the low 90s or high 80-'s CBS - its acquisition of KWP looks like a steal - KWP has 1 billion in cash sitting in 4% CDs. Mel Karmazin, CEO head, will use that money much better. strong addition to CBS's stable, but the real story is CBS's internet plays and 83% ownership of INF (Infinity Broadcasting) which will be spun out to cbs shareholders later. Hints of INF challenging BCST and RNWK in the internet radio and broadcast field. CBS reminds me today of TWX several years ago. TWX moved from 45 to present equivelant of 140, after CNN and Turner came on board. KWP is not the same magnitude of acquisition, but CBS is going thru a major transformation and looks very attractive IMO. YHOO - YAHOO !!! its acquisition of BCST is, while perhaps pricey, an affirmation of YHOO's intent to be one of the top internet players. It and AOL are the gorillas. ATHM/XCIT are broadband challengers. YHOO is paying with highly inflated currency. YHOO looking like will move back over 200 on way to 250. Do your own DD. larry